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A different answer to just 1 question can personalize the decision journey 

Achieve your unique goals 

Mike and Sara both want to know:

"Is Life or Disability Insurance right for me?"

WIN DecideGuide asks:

Does a child, partner, or other adult depend on your income?

Mike answers "Yes"

Sara answers "No"

​Life insurance can achieve Mike's goal if he wishes to provide for beneficiaries.

Life insurance will not achieve Sara's goal as it pays only to a beneficiary, not to Sarah, the insured. Learn >

Do you
want to provide for your dependents in the event of death?

Avoiding any waste of time, Sara continues to find the insurance which can achieve her personal goal. 

​Life insurance achieves this goal.

Mike may (also) want replacement income during his lifetime. 

Do you want
to replace lost income in case of disability?

Disability insurance can provide benefits to the insured (Mike & Sarah) when there is a qualifying injury or illness. 

Three steps to better financial action

Step 1: Determine what's in your best interest 

Step 2: Easily compare terms & cost of policies offered by multiple providers for your best option 

Step 3: Take action to achieve your goal 

 
 
 
 
 

Discover your next best step quickly & easily

Save time & money
Act with greater confidence

Move closer to your financial goals in 5 simple steps:

1.  Ask your question

2.  Choose Yes or No  

3.  Reach your personal answer

4.  Compare options

5.  Take action  

DecideGuide is built on science by fiduciary financial experts

Why it matters ...

Only fiduciary advisors are legally and ethically required

to put your best interest before their own

*A fiduciary duty is the highest standard of care" - Cornell Law Dictionary